-44.7%
CPNG vs MSCI
+4.7%
-49.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | +0.3% |
| 7D | +11.7% | +1.5% | +10.3% | +11.0% |
| 30D | +3.8% | +14.4% | -10.6% | -4.2% |
| 3M | +1.2% | +15.2% | -14.0% | -7.2% |
| 6M | -3.3% | +11.2% | -14.5% | -10.5% |
| YTD | -30.4% | +13.9% | -44.3% | -37.4% |
| 1Y | -43.1% | +12.5% | -55.6% | -48.5% |
| 3Y | +8.2% | +32.3% | -24.0% | -18.8% |
| 5Y | -44.7% | +4.9% | -49.6% | -59.2% |
| All | -44.7% | +4.7% | -49.4% | -59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MSCI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling